SharePoint Products and Technologies (MOSS) 2007 Shapes for Visio 2003 & 2007

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H
ints and tips. - Building a Quick Page Layout

There is an easy way to build a Quick Page Layout using the Design Library. Follow these steps for the best results. Click on the Images to see a larger more detailed image. (This uses Version 2.0 templates and Stencils, so existing customers will need to download the free update before starting this exercise.)

OBJECTIVE: The objective is to achieve a screen mock-up which will look like this Sample.

Step 1
Start by selecting a page layout type that you want to create. In this example we have used a collaborative site template in Green.
 
Step 2
From the Collaboration Site Backgrounds and Banners stencil use the Basic No Menu (Home) Page Background for a Welcome Layout Base template -OR- use the Basic Menu (Content) Pages Background if you want to create Library & List Layout Content Page. In this example we are going to use the later option.

Using the 2000% accuracy feature of the templates, shift the top corner of the background image into position.

Once you have lined up the background shape exactly as displayed at 2000% you can move it to the back. This will bring your Guide Lines to the front of the screen again.

   
Step 3
Moving your selected images to the back if simple. Follow these steps.
  1. Select the Background Image that you just positioned on the template. You will know what you have selected when the small green squares and dashed line appear around the shape.
  2. Right-Click the mouse on the shape and select Shape and then select Send to Back.
  3. Your original template layout will be on top, so you need to select it and move it to the back using the same process as above. You will need to repeat this for the a few times.
  4. You should end up with a screen that has the Guide Lines in front of your background. (As displayed)
   
Step 4
Select the <Site Name> area and give your site a name.

 

   
Step 5
From the Collaboration Site Backgrounds and Banners stencil, locate the Authoring Region with Site Name drag it onto the top region of your template.

Zoom in to 400% or more to accurately position this shape.

Selecting the <Site Name> area of this shape, enter your site name again.

 

   
Step 6

Adding the SharePoint Banner shape from the Collaboration Site Backgrounds and Banners will really bring your Quick Layout to life.

Drag this shape just below the Authoring Region that you last positioned.

   
Step 7

Move to the Right-Hand side of the Template and locate the 3 vertical guides that are used to position the Site Dropdown, the Search Text box, and the Site Actions button.

Select all three lines, but clicking the first line and holding down your SHIFT key while clicking the remaining two lines.

When all 3 are selected and showing a pink outline, right-click while the cursor is over any one of them, and select Shape and Bring To Front. This will move these guides to the front of your template.

   
Step 8
From the Collaboration Site Search stencil, locate the Search Area Dropdown List and the Search Entry Text Box. Position these two shapes as they are presented in this screen shot.

You can increase the Zoom to 200% or 400% as this will help you position the shapes exactly.

   
Step 9
Position a left-hand navigation menu. You have two options at this point, you can either create a menu to meet your exacting needs or use a pre-built menu. In this example we are going to use the pre-built menu.

Select the Basic Menu Structure from the Collaboration Site Left Navigation stencil.

Drag it to meet the left and right guides for the menu and position it to the Content Boundary guide.

NOTE: The menu guides are accurate for each template, however there is no consistency between each of the different template types with respect to menu width, so you may need to adjust the menu width slightly.

   
Step 10
Once the Left Navigation is placed where it needs to be, you can select the <Menu Header> and <Menu Item> and create your entries.
   
Step 11
Position your "Site Actions" button. From the Site Action Menu Buttons stencil, select either the Selected button shape if you want to add the Site Menu shape or select the Site Actions Menu Button (Unselected) shape for a normal view.

We have selected both here to show you the difference.

(Top Image) If you want to use the Selected Button which is Orange, you can use the pre-built menu from the Collaboration Site Actions Menu stencil and either build your own menu or use a pre-built selection.

(Bottom Image) If you want to use the Unselected Button which is Blue, use the Site Actions Menu Button (Unselected) from the Site Action Menu Buttons.



   
Step 12
Next we want to display realistically, what sort of content page this is going to be.

There are a broad number of page type icons available from the Collaboration Site Page Images stencil. Locate the Image that you want to use and place it as shown in the image to the right.

In this example I have selected the Site (Discussion) Page Image from the Collaboration Site Page Images stencil.

For authenticity it should be positioned exactly against the two grey guides.

   
Step 13
The next step in our Quick Page Layout is to position some Top Navigation menus. This is again a matter of selecting the Background image, which is the Top Nav -OTB (Banner)  from the Collaboration Site Top Navigation stencil.

It needs to be positioned directly above the Main Background image that we first placed and the SharePoint Banner image we placed in step 6.

You may need to resize this shape a little on the right to neatly meet the Site Action Menu Button. Once you have lined it up on the left, adjust it from the right to meet the Site Action Menu Button.

   
Step 14
The final step is to position some menu items on the Top Navigation bar. Simply select either Top Nav - Selected or Top Nav - Unselected from the Collaboration Site Top Navigation stencil. Typically the Top Navigation will only have the Current Page as the Top Nav - Selected and every other item is unselected.

Just a couple of things to remember when building up a Top Nav Menu...

  1. You may well need to adjust the length of your tabs depending on the words you type in.
  2. Make sure that each tab overlaps the previous tab by the width of the tab border.
  3. If you Selected Tab is not the last tab you place, make sure you move it to the front, using the right-click, Selecting Shape and Move to Front.
   
Congratulations
Congratulations...

You now have a page that you can start adding web parts or a whole host of other shapes to.

You will be able to save this as a project and build your whole Collaboration (or other) site interface.

   
 
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